Please read this carefully before engaging with any Wealthstone offering, and in particular before participating in any collective investment SPV.
Wealthstone facilitates (a) the purchase of residential real estate as a builder-authorized preferred partner, (b) the purchase of exclusively mandated villa and plot projects, and (c) participation in privately held Special Purpose Vehicles ("SPVs") that acquire real estate collectively. Each carries distinct risks described below. Nothing on this website constitutes investment, legal or tax advice.
Real estate values can fall as well as rise. The value of any property, or of shares in an SPV that owns property, may be worth less than the amount invested. No return is guaranteed, and modeled or illustrated returns (including IRR figures) are projections based on assumptions that may not materialize.
Real estate is an illiquid asset class. SPV shares are not listed on any exchange and cannot be freely sold. Exits depend on the sale of the underlying property, which may take materially longer than the modeled 24–36 month window, or may occur at a lower price than modeled.
SPVs facilitated by Wealthstone are private limited companies incorporated under the Companies Act 2013. They are not collective investment schemes registered with the Securities and Exchange Board of India (SEBI), nor are they regulated as mutual funds, AIFs or REITs. Underlying projects are registered under the Real Estate (Regulation and Development) Act 2016 (RERA) where applicable. Participation is restricted to investors who qualify as HNI/UHNI participants and who can evaluate and bear the risks involved.
Construction projects can face delays, cost overruns, approval issues or builder default. While Wealthstone conducts diligence on builder record, title and approvals before onboarding any project, diligence reduces risk — it does not eliminate it.
Each SPV typically holds a single project in a single micro-market. Adverse developments specific to that project, builder or locality will directly affect outcomes. Participants should size their allocation accordingly.
Tax treatment of SPV shareholding, dividends, capital gains and property transactions depends on individual circumstances and may change. Consult your own tax advisor before participating.
Wealthstone earns builder-paid fees on preferred partner and mandate transactions, and disclosed structuring and success fees on SPV transactions. Fee details for each SPV are set out in its term sheet before subscription.
Information on this website is for general information only and does not constitute an offer or solicitation to any person in any jurisdiction where such offer or solicitation is unlawful. Any SPV participation happens exclusively through definitive subscription documents, which prevail over anything stated here.
By proceeding with any Wealthstone offering you acknowledge that you have read and understood this disclosure. Questions? Reach us via the contact page or schedule a consultation.